NFTRH 573 Out Now
NFTRH 573 updates a broad market situation not much changed from the previous week, with US and many global areas on the bull short-term, commodities and the inflation/reflation trades bouncing,…
NFTRH 573 updates a broad market situation not much changed from the previous week, with US and many global areas on the bull short-term, commodities and the inflation/reflation trades bouncing,…
Meant to be played loud. I saw them many years ago in Boston. Great band from Texas. I like music that sounds like it can only be American. This can…
[edit] For comic relief here's an email response to this post. I don't know what forecast he's talking about, the short-term correction view (already well along) or the longer-term upside…
As the US dollar pulls back, it is interesting that gold is flat and Treasury bonds are also pulling back. These are the forces of risk 'off' liquidity. Risk is…
The disclaimer is that I just bought back SSRM today for portfolio balance reasons (to replace AGI) and I continue on in a hedged manner. This update shows a still…
[edit] This media headline is exactly the point of a symmetrical triangle point #5 FOMO suck-in scenario as words like "breakout!" and "all-time highs!" are trumpeted far and wide (you…
I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008, when I began to work…
There's a ripple on the macro. Will it turn into a wave? Or will it instead go down the drain yet again? We ask the questions, lay out parameters and…
Let's take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The spread between 10yr and 2yr…
This news cycle is particularly annoying as the markets go through daily cheer or gloom as the media calls the play-by-play for enthralled casino patrons in sync with the Trade…
The preface here is that my fundamental eyes and ears are not my own. They are a fund manager who values this company's management and a geologist who values its…
The tradition is as old as Wall Street itself, I'd think. In my experience it goes back to the Tech/Internet bubble, proceeds on through the Uranium bubble, Oil bubble and…
It was nearly 2 years ago when we noted that Wall Street and the financial media were leading people astray in a trend chasing exercise with a Semi sector that…
I bought the gap fill a few weeks ago, exercised a minimal amount of patience and sooner rather than later, over valued TeeVee company ROKU appears to be getting with…